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Autumn Glory Partners’s Interactive Brokers IBKR Stock Holding History

Autumn Glory Partners’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,025
Closed -$203K – 223
2026
Q1 		$203K Buy
+3,025
New +$216K 0.07% 199

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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Autumn Glory Partners's IBKR Position: Q2 2026 in Review

Autumn Glory Partners sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 3,025 shares — an estimated $203K sold.

Autumn Glory Partners first reported a position in IBKR in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Autumn Glory Partners reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Autumn Glory Partners sold 3,025 Interactive Brokers shares in Q2 2026, an estimated $203K.
  • Autumn Glory Partners first reported a position in Interactive Brokers in Q1 2026 and held it in 1 quarter.
  • Autumn Glory Partners's Interactive Brokers position peaked at $203K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.